Heritage Wealth Management (Arizona)’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $581K | Buy |
3,286
+1,654
| +101% | +$293K | 0.08% | 177 |
|
|
2022
Q3 | $225K | Buy |
1,632
+36
| +2% | +$4.96K | 0.07% | 204 |
|
|
2022
Q2 | $181K | Sell |
1,596
-19
| -1% | -$2.16K | 0.06% | 257 |
|
|
2022
Q1 | $256K | Buy |
+1,615
| New | +$256K | 0.07% | 220 |
|
|
2021
Q3 | $292K | Sell |
1,651
-108
| -6% | -$19.1K | 0.1% | 156 |
|
|
2021
Q2 | $340K | Buy |
1,759
+263
| +18% | +$50.8K | 0.13% | 129 |
|
|
2021
Q1 | $285K | Buy |
+1,496
| New | +$285K | 0.16% | 108 |
|